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Macro Analysis & Slide Decks

Tony is best known for the practical application of macro data.  He will use his 30 years of experience to evaluate what data matters and how you can apply it to your investment process.

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Macro Analysis & Slide Decks

Tony is best known for the practical application of macro data.  He will use his 30 years of experience to evaluate what data matters and how you can apply it to your investment process.

Video – Update from the road

Posted on May 17, 2022 | 12:58 pm in Macro Analysis & Slide Decks

In this short video we discuss the three influences behind our call for summer rally...

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Video – Inflation, Fed, and Market

Posted on May 11, 2022 | 11:47 am in Macro Analysis & Slide Decks

In this short video we discuss the inflation data and what it might mean for the Fed (still in a box) and our market outlook...

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May Macro Slide Deck

Posted on May 9, 2022 | 1:33 pm in Macro Analysis & Slide Decks

The equity market is oversold enough to warrant dipping our toe back into the market in anticipation of an intermediate-term oversold bounce, but there is no easy exit strategy…

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Video – The Fed, the market & our playbook

Posted on May 4, 2022 | 10:51 am in Macro Analysis & Slide Decks

In this short video we highlight what we expect from the Fed, what the market is already discounting, and our current playbook...

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Indicators and history reinforce tumultuous-year game plan

Posted on May 2, 2022 | 11:21 am in Macro Analysis & Slide Decks

April wasn’t kind to equity investors. The S&P 500 Index (SPX) fell 3.27% last week, its fourth consecutive weekly loss, bringing the drop in April to -8.8%.

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Video – Summing up our view

Posted on Apr 29, 2022 | 11:19 am in Macro Analysis & Slide Decks

This is a tumultuous environment that is likely to stay that way for the duration of the year.  Although there should be opportunities for a bounce along the way…

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Sentiment measure reinforces playing footsie – for now

Posted on Apr 28, 2022 | 1:34 pm in Macro Analysis & Slide Decks

In yesterday’s video note, we highlighted that our tactical indicators (while not perfect) and negative sentiment suggest investors dip their toes back into the market in anticipation of an…

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Video – A lot of fear but not quite clear

Posted on Apr 27, 2022 | 11:27 am in Macro Analysis & Slide Decks, Market Musings & Economic Commentary

In this short video we highlight our shorter-term tactical indicators and talk through our game plan…

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Shaping up to be like 1994

Posted on Apr 25, 2022 | 8:45 am in Macro Analysis & Slide Decks

The markets may be nearing a temporary sweet spot that sees risk-based assets stabilize and rally into the summer.

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Video – Patience can be frustrating

Posted on Apr 21, 2022 | 2:11 pm in Macro Analysis & Slide Decks

Volatility and reversals like today represent exactly why we wait for our indicators to line up…

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    May 18, 2022 | 7:59 am
  • Macro Analysis

    Video – Update from the road
    May 17, 2022 | 12:58 pm
    Video – Inflation, Fed, and Market
    May 11, 2022 | 11:47 am
    May Macro Slide Deck
    May 9, 2022 | 1:33 pm
  • Conference Call Information

    Replay of the Dwyer Strategy- May conference call
    May 10, 2022 | 7:49 pm
    Gold Level Call TODAY 1 pm ET
    May 10, 2022 | 9:06 am
    Reminder: Gold Level Conference Call Tomorrow 1pm ET
    May 9, 2022 | 4:01 pm
  • Media Coverage

    Listen to the 2.9.22 Podcast: The Compound and Friends
    Feb 22, 2022 | 4:39 pm
    TD Ameritrade 2/3/22
    Feb 4, 2022 | 10:56 am
    CNBC Closing Bell 2/2/22
    Feb 2, 2022 | 7:44 pm

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